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| Provider | Service type | Compensation |
|---|---|---|
BBP OF DVI10+ years Service code 13 · EIN 23-1939024 | Contract Administrator | $54,197 |
THE MCKEOGH COMPANY9 years Filed as: THE MCKEOGH CO Service code 11 · EIN 23-3003375 | Actuarial | $48,254 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $28,080 |
THOMAS J MCGOLDRICK ESQ1 year Filed as: THOMAS MCGOLDRICK ESQ Service code 29 · EIN 27-3228340 | Legal | $25,728 |
O'DONOGHUE & O'DONOGHUE3 years Filed as: O'DONOGHUE AND O'DONOGHUE LLP Service code 29 · EIN 53-0120528 | Legal | $14,363 |
ANTHONY M PONTARELLI CPA LLC10+ years Service code 10 · EIN 32-0048632 | Accounting | $12,770 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 11 · EIN 31-1582098 | Actuarial | $5,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $82,130-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 0.0%0pp |
| Annual return | 10.25% | 8.62%+1.6pp | 8.99%+1.3pp | 10.52%-0.3pp |
| Employer contribution / active EE | $13,292 | $14,400-7.7% | $25,171-47.2% | $15,140-12.2% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $1,134-100.0% | - |